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THE TRUTH ABOUT: 17 - Caught on Camera

Is Oracle the First of the AI Bubbles to Pop?

Oracle’s 60% drop may look like the AI hype is unwinding, but bullish analyst sentiment suggest the selloff may have gone too far.

MarketBeat

Trump appoints Nvidia's Jensen Huang, AMD's Lisa Su, Meta's Mark Zuckerberg, and more to science and technology advisory committee

Comprised of 'distinguished individuals and representatives from sectors outside of the Federal Government appointed by the President.'

PC Gamer

Trump is remaking the US media in his own image – and smashing accountability with it

This is the point of absurdity we have reached: on March 15, US President Donald Trump, in a Truth Social post, asserted that American news organisations were running AI-generated Iranian propaganda, and should be charged with treason for the dissemination of false information. One of the instances he cited was…

The Conversation

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Trump names Zuckerberg, Huang, Ellison to tech council—but no Musk, no Altman

Trump’s new tech council brings in Silicon Valley heavyweights—but excludes key players shaping the AI race.

Fortune

Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?

Bank of America reinstated coverage of ORCL with a $200 price target.

Barchart

Oracle is revamping how businesses procure AI agents — leave the invoices to AI while you handle the negotiations

Oracle has just added 22 new Fusion Agentic Applications to help finance, HR, supply chain and customer experience leaders.

TechRadar

‘AI is not here to replace expertise, it's here to elevate’: Oracle CEO says the best still to come when it comes to agentic innovation

Oracle CEO outlines his company’s ongoing plan to build “the world's largest AI cloud”.

TechRadar

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Trading the Saas Apocalypse: Why Are Some Cloud Computing Stocks Bottoming While Others Remain in Freefall?

These 2 diverging cloud computing ETFs paint a stark picture of the ongoing software apocalypse.

Barchart

The Bears Are Losing the Battle Over Oracle, According to This Analyst. Should You Buy the Dip in ORCL Stock Here?

Oracle’s latest quarter did more than beat expectations—it gave bulls fresh evidence that the company’s AI-driven expansion may be more durable, and more self-funded, than skeptics assumed.

Barchart

New questions arise over TikTok sale

The $10 billion "fee" is unprecedented. And officially undisclosed.

Axios

"A bend in the trajectory": U.S. data center development has hit snags because the power grid is approaching its limits to support them

An energy bottleneck is threatening Big Tech's massive data center ambitions, and it means those companies may need to break their huge capital expenditure promises.

Fortune

Why Credo and Astera Soared After Oracle and Broadcom's Earnings

See why the earnings reports of artificial intelligence giants Oracle and Broadcom led CRDO and ALAB to gain in response.

MarketBeat

Benchmark's Bill Gurley: the AI bubble is about to burst—and a reset is coming

"One day, I just think we trip and run out of money," the legendary venture capitalist said. "I do think that moment stands in front of us."

Fortune

As Oracle Reveals Higher Restructuring Costs, Should You Still Buy ORCL Stock or Stay Far Away?

Oracle will expend $500 million more than its initial estimates on restructuring.

Barchart

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International Business Times UK

Oracle Could Axe 30,000 Jobs as AI Data Centre Costs Surge — The Biggest Tech Layoff of 2026 So Far

Oracle plans to cut up to 30,000 jobs in 2026 to fund AI data centre expansion, marking the largest tech layoff. Discover how this move impacts the tech industry and Oracle's future.

Barchart

This Analyst Says Oracle Is Still in the Early Innings of Its AI Success Story. Should You Buy ORCL Stock Here?

Oracle just delivered one of its strongest growth quarters in years, and Wall Street is warming up to the idea that its AI backlog may be far more valuable than the market has priced in.

International Business Times UK

Trump Bought Over $1.1M in Netflix Bonds While Criticising Media Merger, Government Filings Reveal

New government filings reveal President Donald Trump invested over £850,000 in Netflix bonds while publicly attacking the streaming giant's multi-billion-pound merger plans.

Barchart

This One Number Has Investors Excited About Oracle Stock. Can ORCL Reach $400?

This massive figure in Oracle’s Q3 earnings may explain why investors are suddenly so bullish. And some analysts believe the stock can soar 150% to $400 over the next 12 months.

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news in one place.

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The Guardian - UK

Invisible datacentres and capricious chips: is UK’s AI bubble about to burst?

Datacentre investment boom is one of the biggest infrastructure gambles of this era, and Britain may be uniquely exposed

Latin Times

Iran Puts Amazon, Google and Other Tech Firms on Target List as 'Enemy Technology Infrastructure'

Iran has identified assets belonging to major U.S. technology companies across the Middle East as potential targets, according to a list published by the Iranian news agency Tasnim, which has ties to the Islamic Revolutionary Guard Corps (IRGC).

Fortune

BlackRock’s Larry Fink predicts AI bankruptcies: ‘That’s capitalism’

Competition among AI's biggest spenders will produce winners and losers—and that's a good thing, he said.

International Business Times UK

Big Short's Michael Burry Says the US Market is a Coiled Spring Primed for a Massive Crash

Burry believes aging demographics, more inflows into passive investing, and a sharp decline in tech stock buybacks are creating a 'coiled spring' primed for a massive market crash.

Euronews

Iran says it will attack 17 American tech companies in Middle East by April 1

A new warning in Farsi from the country’s Islamic Revolutionary Guard Corps account says they will be targeting 17 American tech companies, including Microsoft, Apple, Google, Meta, Nvidia and Palantir.

International Business Times UK

Michael Burry Blames Nvidia 'Mafia-Like' Behaviour For OpenAI Oracle Deal Collapse

Michael Burry accuses Nvidia of anti-competitive tactics in a major AI infrastructure deal with OpenAI and Oracle, raising antitrust concerns in the semiconductor market.

International Business Times UK

Paramount-Warner Bros Merger: Ellison Family's $111B Deal to Control CNN, CBS, TikTok Sparks Sanders' 'Oligarchy' Warning

How the Ellison family's $111 billion media merger could reshape American media, controlling networks like TikTok, CBS, CNN, and HBO. Learn about the implications and concerns of this historic deal.

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